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Search ResultsShowing 1 - 10 of 62 results for "MLC Wealth"
CountPlus firm completes tuck in acquisition
ANNABELLE DICKSON  |  MONDAY, 21 DEC 2020
... has joined Count Financial as a member firm, following Ascent Private Wealth's transition to CountPlus from the MLC Wealth dealer group in November. Further to this, CountPlus flagged that it will continue tuck-in acquisitions and reported $27 million ...
FS team picks: The top stories for 2020
ELIZABETH MCARTHUR, KANIKA SOOD  |  THURSDAY, 17 DEC 2020
... acquires platform The news that's sure to impact how the industry operates for years to come was IOOF snapping up MLC Wealth. Financial Standard revealed IOOF had consolidated the leadership of its various dealer groups. MS sufferer fights CommInsure ...
Godfrey Pembroke firm jumps ship
ANNABELLE DICKSON  |  WEDNESDAY, 16 DEC 2020
A second advice practice has left the MLC Wealth dealer group ahead of the merger with IOOF. Venture Financial Advisers has joined Count Financial as a member firm, following Ascent Private Wealth's transition to CountPlus from Godfrey Pembroke in November. ...
ACCC gives IOOF go ahead
ANNABELLE DICKSON  |  TUESDAY, 15 DEC 2020
The Australian Competition and Consumer Commission (ACCC) has given its blessing for IOOF to acquire MLC Wealth as the combined firm will face competition in all aspects of wealth management. The consumer watchdog said it does not oppose IOOF's $1.4 ...
IOOF ups costs for self-employed advisers
ELIZA BAVIN  |  TUESDAY, 1 DEC 2020
... self-employed to everybody having their own licence and we would become a service business." IOOF's recent acquisition of MLC Wealth will sit within the professional owned and operated segment of the business along with Shadforth and Bridges. "This will ...
Dealer group chief executive departs
ELIZABETH MCARTHUR  |  TUESDAY, 24 NOV 2020
The chief executive of an IOOF dealer group has departed as part of the group's restructure after it acquired MLC Wealth. Geoff Kellett has departed Financial Services Partners after two years as chief executive, with IOOF moving towards shuttering ...
Give the people advisers: Retirement Income Review
ELIZABETH MCARTHUR  |  FRIDAY, 20 NOV 2020
... Investment Trends found that people who access financial advice feel more confident about their retirement incomes. MLC Wealth research also found that people feel more peace of mind making decisions and Vanguard found that most who receive financial ...
IOOF unfazed by poor MLC result
ELIZA BAVIN  |  THURSDAY, 5 NOV 2020
NAB posted a 37% loss in revenue while MLC Wealth was down around $100 million in divisional cash earnings from last year, though IOOF said the result is broadly in line with its expectations. IOOF is set to acquire 100% of MLC Wealth from NAB for $1.4 ...
FSC names new chair
KANIKA SOOD  |  MONDAY, 2 NOV 2020
... Financial Services Council has appointed a new chair to replace Geoff Lloyd, who has stood down due to his resignation from MLC Wealth. The role is going to Mercer Australia's recently appointed chief executive David Bryant. Bryant was previously ...
ANZ flags earnings hit
ANNABELLE DICKSON  |  WEDNESDAY, 28 OCT 2020
... customer remediation to $266 million after tax. Of this, $172 million is related to matters from the IOOF-acquired MLC Wealth. A further $90 million to banking is going towards banking-related matters, $90 million for payroll remediation and $94 million ...
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